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Thompson Davis & Co’s J.M. Smucker SJM Stock Holding History

Thompson Davis & Co’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15
Closed -$2K – 1024
2017
Q3 		$2K Buy
+15
New +$1.71K ﹤0.01% 1019
2017
Q2 		– Sell
-112
Closed -$15K – 1162
2017
Q1 		$15K Sell
112
-49
-30% -$6.66K 0.02% 589
2016
Q4 		$21K Hold
161
– – 0.03% 485
2016
Q3 		$22K Sell
161
-1,166
-88% -$171K 0.04% 442
2016
Q2 		$202K Buy
+1,327
New +$177K 0.32% 85

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thompson Davis & Co's SJM Position: Q4 2017 in Review

Thompson Davis & Co sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 15 shares — an estimated $2K sold.

Thompson Davis & Co first reported a position in SJM in Q2 2016 and held it in 5 quarters. The position peaked at $202K in Q2 2016. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Thompson Davis & Co reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Thompson Davis & Co sold 15 J.M. Smucker shares in Q4 2017, an estimated $2K.
  • Thompson Davis & Co first reported a position in J.M. Smucker in Q2 2016 and held it in 5 quarters.
  • Thompson Davis & Co's J.M. Smucker position peaked at $202K in Q2 2016.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Thompson Davis & Co's 13F filing for Q4 2017, filed 5 Feb 2018.